Guide by task · Getting started
When this guide is for you
- The member list is a spreadsheet only one person can update
- You have members in an old system you want to leave
- Different lists disagree about who is a member
- You want members to keep their own details up to date instead
How it works
01
You send one file
your member list, for example from a spreadsheet
02
We import it during onboarding
into the contact register
03
You check the result
before the site goes live
04
Members keep their details
up to date on My page
05
Your data stays yours
UT provides exports in open formats
What you need, and what covers it
| Covered by | |
|---|---|
| One contact register Members, contacts and My page are part of every package. | My page and the contact register |
| Membership set up Membership and payments are set up during onboarding, so members can pay and renew online. | Membership and payments |
| Your data out again UT provides exports in open formats. Scope, delivery and handover if the service ends are specified in the agreement. | My page and the contact register |
What it costs
| Importing the member list from one file | Part of onboarding: Association 6 hours, Federation 12 hours, Community portal 20 hours |
| Moving more: history, payments, events or documents from another system | Hourly rate $150, non-profit $120, after you have accepted an estimate |
| Hour bank | From $250 per month for 2 hours |
All prices exclude VAT.
Before you start
- Collect the member list in one file, with one row per member
- Decide which columns you need: name, email, phone, membership and branch
- Remove people who are no longer members, or mark them
- Tell us what else you want to move, so the offer can include an estimate
Your offer specifies the delivery scope and planned start date.
Common questions
Can we import the members ourselves?
Not in bulk yet. We import the member list from one file as part of onboarding.
Can you move our payment history from the old system?
Moving more than the member list is agreed work at the hourly rate or from an hour bank. You get an estimate first, and the work starts once you have accepted it.
How do members get their login?
Your offer explains how members get access to the new site.
What if we want to leave later?
You own your data. UT provides exports in open formats. Scope, delivery and handover if the service ends are specified in the agreement.
Read next
Tell us about your organization.
We answer every enquiry ourselves and tell you honestly whether a package fits.
